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3 comment(s). Last comment by Edmund Dominos 2014-12-31 20:02

Posted by Edmund Dominos > 2014-12-31 18:28 | Report Abuse

KLCI 1872.52 on inception date, 28/08/2014, year end KLCI peformance = 1761.25. KLCI performance since inception is -111.27 or -5.9%.

Assume KLCI component stocks have 3% dividend yield for one year, and the fund operated for 4 months, another +1% is added to the performance. The corrected KLCI performance since inception is -4.9%.

Wong's Family Balance Fund performance = -3.3%.

Currently, 44.8% of NAV remain in cash and 55.2% is invested in stock market.

kcchongnz

6,684 posts

Posted by kcchongnz > 2014-12-31 19:29 | Report Abuse

Edmund,I like most of your stocks.

Best wishes to you.

Posted by Edmund Dominos > 2014-12-31 20:02 | Report Abuse

KC, thanks. I am looking forward to making use of Magic Formula and add more undervalued stocks into the portfolio.

Best wishes to you too.

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